TickerKhojUTI Mutual Fund · Equity · Large & Mid Cap · Regular plan
UTI Large & Mid Cap Fund - Regular Plan - Growth
₹173.4135NAV on 30 Oct 2026Expense ratio 1.96%
3 Nov 2025NAV low 164.46 · high 190.27-4.5%
In plain words
Over 3 years it returned +13.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.9%.
On 3-year return it ranks 7 of 26 funds in Large & Mid Cap.
A monthly SIP over 10 years ended ₹1,14,111 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.7% | +1.9% |
| 3 months | -5.3% | -5.1% |
| 6 months | -2.6% | -3.2% |
| 1 year | -3.8% | -10.2% |
| 3 years (yearly) | +13.3% | +7.4% |
| 5 years (yearly) | +11.4% | +6.5% |
| 10 years (yearly) | +13.0% | +11.3% |
| Since start (yearly) | +7.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,125 | -5.9% |
| 3 years | ₹3,60,000 | ₹3,78,150 | +3.2% |
| 5 years | ₹6,00,000 | ₹7,92,174 | +11.0% |
| 10 years | ₹12,00,000 | ₹25,11,515 | +14.1% |
Other plan of this fund: UTI Large & Mid Cap Fund - Direct Plan - Growth